Evercore Wealth Management, LLC, today announced the appointment of Jonathan Bergner as a Managing Director and Portfolio Manager.
Mr. Bergner joins Evercore Wealth Management from U.S. Trust, where he had led a team of portfolio managers and was responsible for managing the assets of high net worth individuals and family foundations. Prior to joining U.S. Trust in 2000, Mr. Bergner directed investments at Ader Associates, a New York-based financial planning firm.
Evercore Wealth Management CEO Jeff Maurer welcomed Mr. Bergner, saying that his more than 20 years of experience in managing individual, family and related institutional assets will contribute to the continued growth of the firm.
“Jonathan shares our values,” said Mr. Maurer. “He supports our standards of independent advice and direct relationships, and is committed to delivering wealth management solutions that are in the best interests of our clients.”
Mr. Bergner will be based in New York City and will report to Jay Springer, a Partner and Portfolio Manager at the firm.
He is a graduate of Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations. Mr. Bergner is a member of the editorial review board of the
Journal of Financial Planning
and the New York Society of Security Analysts.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore Partners Inc., serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. Evercore Wealth Management is a registered investment advisor, with offices in New York, Minneapolis and San Francisco. The firm, which was founded in November 2008, manages client assets totaling $3.2 billion, as of December 31, 2011. Additionally, Evercore Wealth Management offers personal trust services to its clients though Evercore Trust Company, N.A., a national trust bank with $30.8 billion in assets under administration, as of December 31, 2011. More information about Evercore Wealth Management and its team of advisors can be found at
About Evercore Partners
Evercore Partners is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with high quality research, sales and trading execution that is free of the conflicts created by proprietary activities; Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing. Evercore serves a diverse set of clients around the world from its offices in New York, Boston, Chicago, Houston, Los Angeles, Minneapolis, San Francisco, Washington D.C., London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong Kong and Rio de Janeiro and São Paulo, Brazil. More information about Evercore can be found on the Company’s website at